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If you want your rule to run Only when the form loads - check the Initialization Only checkbox at the top of the wizard. Typically, you would check this if there is some business logic that you want to to execute before the form/flow displays and users begin interacting with it.

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When the rule displays in the Rule Builder tab, it will indicate that the rule has been flagged to run only when the form loads, if this checkbox is checked. This feature will be helpful for creating rules in future versions of the Visual Rule Builder.

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Rule Builder Wizards

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The following functions are available in the Rule Builder for building expressions. Function names may be entered in any case (case insensitive).
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Functions are entered into the Enter an Expression field in the wizards.

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Use these operators to build useful expressions

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Action wizard 

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The Rule Examples chapter shows you how to use the Visual Rule Builder to create common rules for real world situations.

Example 1:

You are designing a weekly Time Sheet that has fields where the user must enter the From and To dates for the reporting period.

Rule Requirement: If the date entered in Period To is equal to or earlier than the date entered in Period From field show this error message "Must be after From Date"

The Condition and Action wizards for this rule are show in the image.

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This is how the rule displays in the Rule Builder tab.

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If the user enters 3/7/2017 or a date before 3/7/2017 in the Period To field the error message displays.

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Expand
titleClick here for Example 1
Info
  • The User Info, Numeric, Boolean and Date/Time functions, added to the Visual Rule Builder, are not available in the Precondition Rule Builder. Only the following operators are supported in precondition expressions:
    • + (add and concat)
    • -
    • * (multiply)
    • /